Senior Paraplanner / Manager

Large Financial Planning Firm

Fantastic culture and excellent benefits

Highly professional and successful financial planning firm with a huge growth focus currently has an impressive opportunity for a Senior Paraplanner/Advice Manager to join the Brisbane based team on a permanent basis.

We are ideally looking for a candidate who possess 8+ years’ experience in a paraplanning or advice related role, who is seeking to continue and develop a career and manage an Advice Team within a Financial Planning business. This role may suit a Senior Paraplanner who is looking for their next challenge to lead, develop and support a new advice team, and wanting to work with a business passionate about supporting their individual growth and development in this role.

Systems training and support on advice related software, tools and resources

Skills required:

Proven Paraplanning experience

Team leadership experience an advantage

Understanding of financial planning and advice documentation

Financial Planning Qualifications (eg, RG146, DFP, ADFS or CFP)

You will need to possess a minimum of 8 years experience within a paraplanning role and will ideally have experience using COIN, or a similar financial planning software. An exposure to working with external paraplanning teams desirable, but is not essential.